Kim Ruggiero Letendre

Experience

• 

  New York Life Insurance Company

  Jul 2002 - now

  • Responsible for General Office operations and staff development including life new business functions, agent contract and license support, staff recruitment and development and overall customer service. • Acts as a mentor and trainer to lower level processors. • Responsible for development and performance of direct reports as well as Service staff at large. • Lead the service provided to Agents, Agency Management and customers in the day-to-day operations of the General Office. • Lead the processing of Life new business in the General Office including all related accounting functions.• Lead the processing of Agent contracts and licensing functions including all related agent set up activities.• Participate in GO Management meetings including Weekly and Monthly Planning meetings, Annual Plan and Agency meetings. • Prepare required G.O. reports for Zone, Home Office and local Agency Management.• Conduct individual performance review and planning sessions with G.O. staff members including formal performance Management meetings and forms. • Prepare and conduct G.O. staff development functions including training and staff assignment schedules, staff deployment, staff meetings, employee relations and attendance issues. • Lead financial functions within GO operations including local expenses, Agency programs (rent, telephone, FT program, copier, marketing), Agent ledger debit programs. • Responsible to lead and follow company guidelines and established regulatory procedures (FINRA, SEC, state DOI, etc.). Show less •Oversee and supervise workflow for new business case management, accounting, and service processes in the General Office deploying staff as appropriate to ensure timely processing •Responsible for ensuring proper separation of accounting functions within the General Office. •Responsible for daily accounting functions, including check acceptance and disbursement and associated correspondence. •Oversight of all end of day activities, including closing of company books for the day. •Establish and monitoring of training curriculum for newly hired staff, ensuring that proper cross training is taking place. •Prepare monthly reports for Zone Office and Home Office, including production reports•Acts on behalf of the Administrative Manager in their absence•Relationship management in providing agent service either in person or via phone or email to agents, Agency management, and clients•Resolves policy issues for NYL customers through agent or directly with the client. Assists staff members with resolving their policy issues.• Point-of-contact for extremely complex and intricate new business problems Show less

  • Field Service Operations Manager

    Apr 2018 - now

  • Office Coordinator | Senior Specialist

    Jan 2014 - Apr 2018

  • Senior Representative

    Mar 2010 - Jan 2014

  • Representative

    Jul 2002 - Mar 2010